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Expert Retirement Valuation & QDRO services for divorce attorneys

TOVA Purpose

We Understand Divorce Attorneys Challenge: We recognize the complexities of retirement assets and the shift away from traditional pensions to retirement ‘savings’ plans like 401Ks, IRAs, and 403Bs. This evolution necessitates a nuanced approach to division, steering clear of outdated practices that often lead to delays and inequitable outcomes.

 

How TOVA Helps Divorce Attorneys:

We Simplify the Complicated with

TOVA Method

We empower divorce attorneys with our streamlined TOVA Method, a specialized approach designed to navigate the complexities of dividing retirement assets in divorce settlements. Briefly, here’s how it helps:

  • Triage: We begin by assessing each client’s retirement assets to identify the need for expert analysis, setting the foundation for a personalized strategy.

  • Obtain Documentation: Our method ensures attorneys efficiently collect all necessary documentation in one attempt, streamlining the process and saving valuable time.

  • Verify, Value, and Validate: We guide attorneys through verifying non-marital claims, accurately valuing / tracing non-marital shares, and validating settlement methods against retirement plan rules. This meticulous approach prevents common pitfalls and simplifies the division of complex assets.

  • Airtight Agreement: We assist in drafting retirement division language that complies with the specific retirement plan rules and contains all key provisions. 

 

EDUCATION & COMMUNITY: Divorce attorneys keep up with relevant case law, industry updates and best settlement practices with our monthly high-quality educational programs and advanced training. Our Beyond the Bar Podcast featuring legal trailblazers and celebrities provides additional insights, fostering a community of learning and professional grow

 

Comprehensive Services

Real Support - not just a
1-800 number

Rapid & Easy Case Submission

Our Services

QDRO Preparation & Consulting Services

We prepare QDRO or QDRO-like instruments for all types of plans, both domestic and international. We consult on all QDRO-related matters.

Drafting of Settlement Language

We help you draft clear and correct retirement settlement language that will be effectuated by retirement plans.

Marital/Non-marital Tracing Analysis of Defined Contribution Plans

We trace and separate your client’s pre-marital balance together with investment earnings and any post-date cutoff contributions.

Present Value of Pension Plans

We provide present-value calculations of pension plans often used by attorneys to offset against other assets.

Cross-Border Divorce Services

We provide consulting, QDRO and retirement valuation services in cross-border divorces.

Get Started

We Partner Only With Attorneys Who:

  • Are dedicated to helping their clients divide their retirement assets correctly
  • Hold themselves to a standard of excellence through enlisting expert retirement services

What Others Are Saying

“Denisa is a true pro. I trust her judgment and even when we’re dealing with a high asset case, she communicates efficiently and ethically. She makes a tough time easier for so many families.”
client
“I read the QDRO, it’s extremely detailed, it’s very thorough.”
Judge in Stamford, CT District Superior Court
“It has been a pleasure to work with Denisa on several QDROs, some of which were fairly complicated. She is attentive, diligent and prompt in drafting and revising the QDROs. With updates along the way, I know that the matter is being handled professionally and efficiently. When presented with more complex issues, she has offered pragmatic, problem-solving solutions. It’s great working directly with Denisa who is handling each QDRO with the personal attention of a financial professional”.
client
“Dear Ms. Tova: As a former district court and trial court judge for over 21 years, I want to extend my personal thanks to you for assisting citizens with dividing their finances rationally during their divorce. As a former state district court judge, I handled thousands of divorces and would have loved to have the types of services that you offer in divorce cases that I presided over.”
United States Magistrate Judge
“Denisa was engaged to prepare a Domestic Relations Order (DRO) for a non-qualified pension plan. She was insightful, exceptionally responsive, and collaborated effectively with me and my attorney. When submitted for approval, the Court commented that the DRO was extremely detailed, very thorough, and it appears to cover all the contingencies”.
client
“Fabulous, informative program tailored to my department’s specific needs! Thank you Denisa Tova-Liebman!”
Masterclass attendee
“The program was wonderful. Thank you for your time and thoughtful presentation.”
Masterclass attendee
“Dear Denisa, as usual, you have a fabulous presentation! You stated your points very simply and clearly. I learned several new things due to the interaction, Q&A session, and ideas that you and others mentioned.”
Masterclass attendee
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Ready to Get Started?

If you are interested in our services, please click below and follow the steps.

Service Request

(516) 200-1074

We provide services in
the US and worldwide

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Office Location

Mail for TOVA is received ONLY at our Plainview, NY location!

Our East Coast Office:
329 S. Oyster Bay Road, #569 ·
Plainview, NY 11803

Our Mountain West Office:
501 S. Cherry Creek Dr., Suite 1100
Denver, CO 80246

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